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To: Sarmad Y. Hermiz who wrote (44483)3/8/1999 9:29:00 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
>>I am surprised he didn't assert that Amazon will corner the airport kiosk market, too. <,
Look for Mary Meeker of Morgan Stanley to confirm that soon, too.



To: Sarmad Y. Hermiz who wrote (44483)3/8/1999 12:32:00 PM
From: Randy Ellingson  Respond to of 164684
 
and knowing how difficult it is to navigate a web site, buyers simply would not want to learn another even if for lower prices.

I think you'd be surprised how often this sort of thing can be true.

Rany



To: Sarmad Y. Hermiz who wrote (44483)3/9/1999 11:42:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
Blodgett's insight was that when Amazon captures the entire $16B book market with 10%
(positive) margins, their profit would be huge. He repeated that Amazon could switch
from losses to profits whenever it deemed it "appropriate". Whatever that means. He did
concede that some people might buy books at the airport where it is inappropriate to wait
for Amazon delivery. I am surprised he didn't assert that Amazon will corner the airport
kiosk market, too.


I believe they are all crazy but am going with the trend.

Glenn